Creating a Role from the Process Editor

This task shows you how to create a role in the project's organization, from the Design view of the Process Editor.

In this task we create the Supervisor role. The supervisor gives initial approval to the expense report submitted by the employee. We create this role directly from the process diagram, to show an alternative to the method used in the previous task.

To create the Supervisor role from the Process Editor:

  1. In the Design view of the Expense Report process editor, right-click somewhere in the lower half of the Employee swimlane, and click Add Role. The Role Properties dialog appears.
  2. Click New. A second Role Properties dialog appears.
  3. In the Name field, enter Supervisor . Note that the Label field automatically sets to the same value.
  4. Leave everything else as is, and choose OK.

  5. The first Role Properties dial appears.
  6. Verify that the Name field says Supervisor, and then choose OK. The swimlane for the Supervisor role appears below the one for the Employee role.

After completing this task, your process design diagram should look like this:

Figure 1. Supervisor role in Expense Report process

Save your changes before proceeding to the next task.

Parent topic: Activity 1: Initial Steps
Previous topic: Creating a Role
Next topic: Adding a Global Creation Activity